KORNITZER CAPITAL MANAGEMENT INC /KS
Position in PANW — Palo Alto Networks Inc
CIK 898358
SHAWNEE MISSION, KS
Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,187,596
+$2,869,049 QoQ
Shares Held
15,212
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#978
of 2,891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $247,231,896 across 17 Software - Infrastructure names. PANW ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
519,782 | $193,889,081 | |
| 2 | NET |
Cloudflare, Inc.
|
41,818 | $10,257,119 | |
| 3 | IOT |
Samsara Inc.
|
176,942 | $5,738,229 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
15,212 | $5,187,596 | |
| 5 | VRNS |
Varonis Systems Inc
|
120,151 | $5,041,535 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
245,149 | $4,824,532 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
97,622 | $4,748,334 | |
| 8 | PAY |
Paymentus Holdings, Inc.
|
195,920 | $4,733,427 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,187,596 | 15,212 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,318,547 | 14,462 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,930,990 | 15,912 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,240,001 | 15,912 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,918,575 | 14,262 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,799,007 | 16,403 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,032,181 | 16,664 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,694,067 | 7,882 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,672,076 | 7,882 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,032,097 | 7,152 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,573,417 | 8,727 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,032,360 | 8,669 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,253,634 | 71,440 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,055,592 | 105,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,587,511 | 104,540 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $17,323,249 | 105,765 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,584,447 | 41,674 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $31,213,906 | 50,142 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $32,371,128 | 58,142 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $35,503,944 | 74,121 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $32,409,750 | 87,346 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $28,130,670 | 87,346 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $31,255,146 | 87,946 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $14,874,203 | 60,773 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $17,683,885 | 76,997 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,543,343 | 21,611 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||